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  1. User Role - Restrict access to individual bank accounts

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    344 comments  ·  Users & setup » User permissions  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, I want to assure you your voice is heard here and feedback is being shared back with our product teams.

    We understand the desire to get this idea moving along and as mentioned in our last update we know this is an area that more controls and permissions would be most beneficial to our customers.

    We’d like to share progress that we’re making for banking permissions - Work to provide more controls of sensitive banking information has started and will initially include the ability to restrict users from seeing sensitive banking information such as; account balances, bank transactions, and financial summaries.

    We know this doesn’t relieve all pain points of this idea - It’ll be the first phase, a stepping stone of sorts in the development of per-bank controls.

    As development continues we’ll share further updates as soon as they’re available with you all here.

    Thank you for…

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    Claire Kelly commented  · 

    12 years since the posting of this requirement, 2 years since input requested from users, several user requests for same and nothing in terms of changes in the system user settings to all this to happen. It is really important to have this flexibility when working with several users in different areas. Please Please get this functionality requirement sorted

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    Claire Kelly commented  · 

    This has become a critical issue for clients, who we want to migrate to Xero to a single platform, rather than consolidate 15 different accounts datasets. They require each user to have an access to single bank accounts and not all bank accounts. Please update us on progress in this area

    Claire Kelly supported this idea  ·